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Get to Know the Agentforce Commerce Products

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain the core function and value proposition of Agentforce Commerce.
  • Compare and contrast the architectural options for building B2C Commerce storefronts.
  • Describe the essential components used for efficient B2B Commerce management.
  • Identify how Order Management and Salesforce Payments optimize fulfillment and financial processes.
  • Describe the capabilities of Retail Cloud Modern POS.

Agentforce Commerce provides a unified platform that connects a business’s entire operation. By offering tools and apps for ecommerce, order management, and POS, Agentforce Commerce helps companies solve complex business challenges, foster increased customer loyalty, and increase overall business growth.

B2C Commerce

B2C Commerce helps businesses deliver scalable, feature-rich, and localized storefronts. These storefronts use Data 360 and Einstein AI to personalize shopping experiences that increase customer loyalty and grow revenue.

B2C Commerce Business Manager Home page.

Storefront

The storefront serves as the foundation of the platform. There are three primary options for building a B2C Commerce storefront.

  • Storefront Reference Architecture (SFRA): SFRA is a customizable framework that speeds up the development of an ecommerce storefront.
  • Composable Storefronts: This option is a modular solution that supports rapid iteration, allowing businesses to quickly adapt to evolving customer needs.
  • Bring Your Own Storefront (also known as headless): Bring your own storefront gives brands the option to use the front-end technology of their choice while connecting to B2C Commerce as the back end via APIs.

Salesforce Commerce APIs

For developers, Salesforce Commerce APIs (SCAPI) provide headless capabilities to decouple the front end and back end for greater flexibility.

With SCAPI, developers can do the following.

  • Extend existing code investments and power a front-end experience.
  • Create fast, unique experiences and unlock site agility to optimize cart conversions.
  • Integrate with third-party systems and apps.
  • Customize the B2C platform implementation.

Merchandising and Marketing

B2C Commerce provides powerful merchandising and marketing features like dynamic pricing, promotions, and Einstein AI recommendations. These features help merchandisers use storefront and customer data to personalize customer engagement, and increase cart size and conversions.

Drive Global Growth with B2C Commerce

Global retail brands require unique, localized storefronts to serve diverse markets. B2C Commerce tools fully support creating and managing geo-specific sites that cater to distinct customs, cultures, currencies, and languages.

  • Localized experience: The user interface for B2C Commerce is available in Chinese (Simplified), Chinese (Traditional), Dutch, English (US), French, German, Italian, Japanese, Korean, Polish, Portuguese (Brazil), and Spanish (Mexico or Latin America).
  • Compliance and trust: Privacy tools help global brands meet complex regulatory requirements, such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).

Help Shoppers Find Products with Agentforce

Turn conversations into conversions with Agentforce Guided Shopping. Build your agent to enhance customer shopping, support, and engagement. The capabilities you can add include the following.

  • Real-time assistance: Guides shoppers throughout their shopping journey.
  • Fast product discovery: Uses visual product search and the product catalog directly within the chat interface.
  • Answers to FAQs: Answers shopper’s FAQs about store policy and products.
  • In-chat checkout: Increases conversion by enabling secure checkout with Apple Pay and Google Pay.

Analytics and Data 360

B2C Commerce supports Salesforce Data 360. With Data 360, you get a complete 360-degree view of your customers without the complexity of integrating multiple solutions.

B2B Commerce

Salesforce B2B Commerce provides business-to-business (B2B) companies with the tools to build scalable, commerce solutions designed for the complexities of B2B transactions.

The Commerce org and a B2B Commerce General Settings page.

Set Up Stores with Ease

The Store object and Commerce Store Template are the keys to efficiently creating and managing online B2B stores.

  • Commerce Store Template speeds up store setup with prebuilt layouts and functionalities. Templates are designed to meet the most complex online needs.
  • Guided setup, built into B2B Commerce, helps Salesforce admins through the store setup process for a faster launch.
  • The Store object serves as the central repository for store configurations. The Store object acts as the center of the commerce transaction hub, with all related transaction elements branching out from it. This architecture provides maximum flexibility for meeting unique business requirements.

Manage Buyers and Accounts

B2B buyer groups and buyer accounts help businesses segment their customers into groups and manage accounts effectively.

  • Buyer groups: Supports tailored pricing, promotions, and product visibility
  • Buyer accounts: Provides a centralized view of customer interactions and transactions
  • Entitlement policies: Governs access to products, pricing, and services.

Build Buyer Loyalty with Agentforce

Agentforce offers an enhanced buying experience for B2B buyers, and strategic insights for storefront merchandisers.

  • Agentforce Guided Buying: Helps buyers discover products, complete reorders, and check order statuses.
  • Agentic Merchandising: Uses real-time insights to create personalized promotions designed to engage buyers, boost conversion, and increase buyer loyalty.

Gather Business Insights with Data 360 and Analytics

Gain deep, data-driven insights into inventory and customer behavior. Use data insights to enhance storefront performance and drive growth. Sales reps can easily track top-performing products, minimize stockouts and surpluses, and manage inventory by using over 30 built-in reports and dashboards. Also, sales reps can monitor customer loyalty and identify at-risk buyers.

Order Management

Order Management All Order Summaries page.

Building customer loyalty requires not only a finely tuned customer engagement strategy but also the effective management of orders across all channels, including websites, mobile apps, and in-store pickups. Successful order management plays a critical role in customer retention. Delayed orders, inconsistent inventory visibility, and late shipments frustrate customers and cause canceled orders, revenue loss, and a decline in customer loyalty.

Order Management helps companies minimize fulfillment failures by optimizing the post-purchase experience across the entire order lifecycle, from order capture to fulfillment and service. Order Management also simplifies the order management process for internal teams and customers. Order Management capabilities include the following.

  • Fulfillment and shipping: Integrates with inventory and fulfillment systems to ensure accurate stock visibility and timely delivery
  • Payment capture and invoicing: Facilitates secure and efficient payment capture and invoicing processes to improve financial operations and customer satisfaction
  • Integrated workflows and main repository: Consolidates orders from multiple channels into a single system to provide better visibility and control over the entire order lifecycle.
  • Real-time order tracking and proactive communication: Uses the Salesforce Customer 360 platform to provide personalized service and resolve order-related issues efficiently

Salesforce Payments

Salesforce Payments All Payments page.

Digital customers expect a hassle-free, easy, and secure checkout with multiple payment options. Salesforce Payments simplifies the checkout process and secures transactions for online retailers across geographies. Merchants can easily integrate this native service for B2B and B2C Commerce and Pay Now stores.

Salesforce Payments supports various payment methods, including the following.

  • Credit and debit cards
  • Digital wallets
  • Direct debit
  • Alternatives such as Bancontact and SEPA Debit

Transact Anywhere with Pay Now Links

You can use the Pay Now capability to create unique or reusable payment links quickly. Create and share a Pay Now link with customers or embed the link in any Salesforce record. With Pay Now, you can integrate Salesforce payments throughout your business workflows.

Point of Sale

For businesses with physical locations, a modern point of sale (POS) that integrates with their online infrastructure is essential. Salesforce POS delivers a unified shopper experience. It offers custom POS layouts, store team management, and hardware connections. Furthermore, it integrates seamlessly with Order Management, Omnichannel Inventory, and B2C Commerce.

Salesforce POS goes beyond the typical requirements of a legacy POS. It offers customers the option to purchase both online and in-store in a single transaction.

Here are some of the highlights Salesforce POS delivers.

  • Dedicated buy online pickup in store (BOPIS) module: Helps store associates pick and pack online orders for in-store pickup.
  • Intuitive UI: Gives sales associates a simpler POS experience.
  • A 360-degree view of the customer: Provides sales associates a clear and actionable view of the shopper’s cart and purchase history.
  • Online inventory access: Helps store associates place orders on behalf of customers and ship to a store or to a preferred customer address.
  • Analytics dashboard: Gives the store manager and associates a view of their own performance so they can track sales targets.

Next

In this unit, you learned how Agentforce Commerce products provide a unified platform to connect your entire operation. Next, learn about Agentforce Commerce and the autonomous agents that help your business grow.

Resources

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